Hello,
How to configure or proceed with approval in slack, after installing the "Salesforce for slack" app and establishing the connection between salesforce and slack.
Please help or guide..
Hi @Tara ch,
Approval notifications are automatically enabled in Slack if you have the Salesforce for Slack app installed.
You can follow these steps to enable the approval process in slack:
- From Setup, in the Quick Find box, enter Notification Delivery Settings, and select Notification Delivery Settings.
- From the Approval requests dropdown menu, select Edit.
- Select Slack, and enable Salesforce Digital HQ.
To approve or reject a request in slack follow these steps:
- Under Apps in the Slack sidebar, click Salesforce Digital HQ.
- On the Messages tab, view your approval requests.
- Click Approve or Reject.
Slack updates the request message by replacing the Approve and Reject buttons with a confirmation message. Click Show More to see the request details.
Also, for multiple-step approvals, you can manually choose the next approver. When you approve the request in Salesforce, you’re prompted to select the next approver. If you approve the request in Slack, a message notifies you to log in to Salesforce to select the next approver.
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